Investment
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Stock Market and Banking Liquidity in 2017
Ha My Tran – Ext: 1309 Many investors have become concerned with the banking system liquidity this year. The apparent reason is that the domestic monetary flow was on an upward trend during 2016, thanks to the SBV’s strong easing monetary policies; this has resulted in a strong boost for the market. Will this story
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Bloomberg: Vietnam To Get Boost From Privatization
October 31, 2016 Some of world’s top brewers jostling for stakes in Sabeco Benchmark VN Index has risen 25 percent since end of January After years of glacial progress, Vietnam’s efforts to privatize its state-owned companies are gathering pace as the government gets close to offloading stakes in the country’s biggest brewer and dairy
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CBRE: Vietnam Investment Infographics
Our friends at CBRE recently sent us infographic reports on Vietnam’s infrastructure and Vietnam’s retail sector. Today, they’ve repeated the favor by sending us another set of detailed infographics on Vietnam’s investment sector. Below, you will find charts detailing the latest investment deals throughout Ho Chi Minh City and Hanoi. You will also see breakdowns by sector
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We Are Giving Away Two $1,800 Tickets!
October 12th, 2016 The Economist 2016 Vietnam Summit brings together the country’s leading voices. Prime Minister Phuc Xuan Nguyen will be joining government officials, business executives and civil society leaders in a discussion about Vietnam’s economy, its rising startup nation, and more. Tickets for the event, which begins November 2nd, run at $1,800 a piece. We would like to give
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HSC Securities: Asia Commercial Bank to Outperform
October 13, 2016 ACB enjoys a decent stock run on positive earnings prospects and rumors of possible treasury share sale. First 9M prospects look good. HSC expects EBT to grow 22% this year and surpass forecasts. Longer term prospects look good as we forecast EBT grows at a CAGR of 44% until FY2018. Estimate of
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Invest in Vietnam: How You Should Pick Stocks, not Chase Trends
October 5th 2016 Disclaimer: the opinions expressed herein are that of Rongviet Securities and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities. VNIndex added 1.6% and HNIndex 0.7% during the month of September. Liquidity dropped significant in the first half of the month as investors tried not to trade against the two ETFs.
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Vietnam Real Estate Giant Still Going Strong
August 30, 2016 VIC had an above expectation bottom line thanks to one-off financial income in Q2 FY2016, boosting NPAT more than 3 times y/y. Most segments outperformed expectations including the core residential segment. Although the Hotel & entertainment segment as introduced resorts continue to offer heavy discounts to attract customers.
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Steady Growth Expected in Private Equity Investment
August 22, 2016 In Grant Thornton’s 15th semi-annual Private Equity sector carried out in July 2016, a majority of respondents (55%) have expressed positive views about Vietnam. Respondents expressing a neutral view towards Vietnam’s economy have continuously increased since H2 2014 and reached 40% of respondents in this survey. However, whilst 72% of our participants
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Mid-Year Strategy from Viet Capital
July 21, 2016 Disclaimer: The opinions expressed herein are that of VietCapital and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities. Will the VNI-Index Reach 700? We are proud to present Viet Capital Securities’ Mid-Year Strategy report for the Vietnamese stock market. The report details Vietnam’s macro trajectory thus far,
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Fishing for Higher Returns
July 14, 2016 VHC guidance suggests strong 1-H given export performance. HSC revised up net profit forecast by 19.5%. Reiterate Outperform. 1-H exports rose 12.5%. On volumes growth of 18.5% as ASP declined
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Invest in Vietnam: Looking For Low Valuation Stocks Part 2
July 08, 2016 In first half of 2016, Vietnam stock market moves in the same direction with oil prices. However, this does not necessarily mean Oil & gas stocks are the only market leaders as the market capitalization of these stocks are no longer as high as in previous years.
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Bubbling Saigon Beer
June 09, 2016 Sabeco AGM set conservative targets for FY2016 with net sales of VND28,558 billion, up 3% y/y and pretax profit of VND4,471 billion, unchanged y/y. Rising special consumption tax is a drag here.
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Momo: Meet Vietnam’s Venmo
June 07, 2016 Vietnamese fintech disruptor Momo has been lauded as Vietnam’s Venmo. Early in March, it raised a $28M round of investment from London-based Standard Chartered Bank and New York-based Goldman Sachs.
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Invest in Vietnam: Vietnam Power Strategies
May 30, 2016 Remained high operating efficiency in 1Q2016 Total output was slightly up to 1.33 bn kWh. The average selling price was down by c. 23.4% yoy caused by new natural gas price mechanism. Consequently, revenue shrunk 21% yoy.
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Invest in Vietnam: Vietnam Infrastructure, a Rising Investment
May 18, 2016 CII AGM yields few surprises. Company forecasts 36% y/y growth in the bottom line this year. Reducing CII B&R holding to 49% to record gain on exchangeable bond.
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Dat Xanh Continues to Look Promising
May 12, 2016 DXG released mixed Q1 result showing strong sales growth of 84% y/y to VND315 billion while NPATMI dropped by 19.7% y/y to VND29.4 billion.
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Vietnam Gas Rising
May 02, 2016 GAS has been approved a floor price for the ATOP volumes equal to input prices. This effectively protects GAS margins and will see them protect significant % of their net profit
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Invest in Vietnam: Are You in A Stock Market That’s Too Calm?
May 02, 2016 Low-volatility anomaly” has become popular since 2013. The anomaly implies that low-volatility stocks normally generate higher returns than high-volatility stocks could do. This is quite unusual to the common sense of “high risk high return”.
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Asia Pacific Investor Intentions Survey 2016: Buying Intentions Remain Largely Positive
March 30, 2016 Australia, Japan, China Top APAC Destinations for Cross-border Investors, Appetite to Invest Outside Asia Pacific Strengthens. CBRE reveals the results of its Asia Pacific Investor Intentions Survey 2016
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ASEAN Economic Community (AEC)
January 22, 2016. The AEC formally came into being on December 31st 2015, and includes 10 member countries, those being Brunei, Cambodia, Indonesia, Malaysia, Myanmar, Laos, Philippines, Singapore, Thailand and Vietnam. The AEC is primarily aimed at creating a tariff free zone amongst member countries, with 0% tariffs on all traded goods and services, and
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